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Unique Wealth, LLC

All holdings · as of Dec 31, 2025

185 positions

CompanyClassValueShares% of portfolio
VANGUARD INDEX FDS$313.2K1,1220.0%
JPMORGAN CHASE & CO$308.7K9580.0%
J P MORGAN EXCHANGE TRADED$306.6K6,0600.0%
ABRDN PRECIOUS METALS BASKET$291.1K1,4160.0%
Genpact Ltd$285.7K6,1070.0%
GENERAL DYNAMICS CORP$284.5K8450.0%
STERIS plc$282.3K1,1130.0%
Edwards Lifesciences Corp$280.6K3,2910.0%
INVESCO EXCHANGE TRADED FD T$279.8K2,0210.0%
HEALTHEQUITY, INC.$277.5K3,0290.0%
TJX Cos Inc/The$270.0K1,7580.0%
Walt Disney Co$269.7K2,3710.0%
BROWN & BROWN, INC.$265.7K3,3340.0%
JANUS DETROIT STR TR$265.5K3,2550.0%
VICTORY PORTFOLIOS II$260.5K6,6160.0%
AvePoint, Inc.$255.1K18,3660.0%
Monolithic Power Systems Inc$254.7K2810.0%
VEEVA SYSTEMS INC$247.6K1,1090.0%
SCHWAB STRATEGIC TR$245.8K7,5060.0%
iShares MSCI UAE ETF$245.3K2,8150.0%
VANGUARD BD INDEX FDS$243.0K3,2810.0%
ISHARES ETHEREUM TR$241.3K10,7570.0%
US Foods Holding Corp.$241.3K3,2030.0%
PACER FDS TR$239.2K3,0410.0%
Strategy Inc$239.0K1,5730.0%
VANGUARD WHITEHALL FDS$236.9K2,5910.0%
VANGUARD SCOTTSDALE FDS$236.2K1,9400.0%
SCHWAB STRATEGIC TR$217.6K7,2370.0%
ISHARES TR$215.1K1,5710.0%
International Bancshares Corporation$207.3K3,1200.0%
ISHARES TR$207.2K5,2510.0%
VANGUARD WORLD FD$204.6K9860.0%
SHERWIN WILLIAMS CO$203.2K6270.0%
Check Point Software Technologies Ltd$203.0K1,0940.0%
TD SYNNEX Corp$200.3K1,3330.0%
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